+993.5%
ASX vs DOW
-10.2%
+1,003.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.2% | +7.0% |
| 7D | -19.9% | -9.5% | -10.4% | -17.2% |
| 30D | -30.9% | +13.1% | -44.0% | -33.8% |
| 3M | -15.1% | +4.8% | -19.9% | -17.1% |
| 6M | -6.5% | -16.7% | +10.2% | -2.0% |
| YTD | +98.4% | +38.9% | +59.6% | +65.9% |
| 1Y | +107.9% | +48.3% | +59.6% | +68.8% |
| 3Y | +325.3% | -24.4% | +349.6% | +341.1% |
| 5Y | +447.3% | -29.2% | +476.5% | +480.2% |
| All | +993.5% | -10.2% | +1,003.7% | +852.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling